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1,381 hedge funds and large institutions have $83.9B invested in Amgen in 2015 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 579 increasing their positions, 473 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 71

22% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 473

1% more funds holding

Funds holding: 1,3671,381 (+14)

5% more call options, than puts

Call options by funds: $965M | Put options by funds: $917M

5% less funds holding in top 10

Funds holding in top 10: 8682 (-4)

10% less capital invested

Capital invested by funds: $93B → $83.9B (-$9.1B)

Holders
1,381
Holders Change
+14
Holders Change %
+1.02%
% of All Funds
38.54%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
2.29%
New
94
Increased
579
Reduced
473
Closed
71
Calls
$965M
Puts
$917M
Net Calls
+$47.7M
Net Calls Change
+$447M
Name Holding Trade Value Shares
Change
Change in
Stake
OI
226
Oakbrook Investments
Illinois
$27.8M +$5.07M +32,175 +19%
Public Sector Pension Investment Board (PSP Investments)
227
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$27.6M -$9.79M -62,100 -24%
HIMCH
228
Hartford Investment Management Co (HIMCO)
Connecticut
$27.2M +$36.3K +230 +0.1%
Lazard Asset Management
229
Lazard Asset Management
New York
$26.8M -$191M -1,214,698 -86%
GF
230
Gabelli Funds
New York
$26.1M -$236K -1,500 -0.8%
IRF
231
IBM Retirement Fund
New York
$26.1M -$77.4K -491 -0.3%
FMI
232
Factory Mutual Insurance
Massachusetts
$25.3M
CEP
233
Chicago Equity Partners
Illinois
$25.1M +$2.16M +13,685 +8%
PWAM
234
Park West Asset Management
California
$24.2M +$13.6M +86,366 +98%
MHC
235
Meyer Handelman Company
New York
$24.1M
EIM
236
ExxonMobil Investment Management
Texas
$24.1M +$831K +5,274 +3%
SC
237
Sculptor Capital
New York
$24.1M +$27.4M +174,026 New
Zurich Cantonal Bank
238
Zurich Cantonal Bank
Switzerland
$23.8M +$7.69M +48,811 +40%
SC
239
Stralem & Co
New York
$23.7M -$3.68M -23,350 -12%
William Blair & Company
240
William Blair & Company
Illinois
$23.4M +$2.65M +16,832 +11%
VDI
241
Vaughan David Investments
Illinois
$23.4M +$27.6K +175 +0.1%
SIC
242
Schwartz Investment Counsel
Michigan
$23.2M +$17M +107,700 +179%
HighTower Advisors
243
HighTower Advisors
Illinois
$23.2M +$26.4M +167,417 New
SCM
244
Summit Capital Management
Washington
$23.1M
AL
245
AJO LP
Pennsylvania
$22.6M +$17.3M +109,699 +204%
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$22.4M +$7.92M +50,272 +45%
AI
247
Analytic Investors
California
$22.2M -$4.16M -26,399 -14%
FWCM
248
Ferguson Wellman Capital Management
Oregon
$22M +$633K +4,015 +3%
PTC
249
Philadelphia Trust Company
Pennsylvania
$21.4M +$20.6M +130,376 +532%
HNB
250
Huntington National Bank
Ohio
$21.4M +$1.46M +9,293 +6%

AMGN Hedge Fund Activity: Q3 2015 in Review

1,381 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2015, worth a combined $83.9B — down 9.8% from $93B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMGN positions and 71 closed out — a net gain of 23 holders — while 579 added to existing stakes and 473 trimmed.

The largest buyer was Bank of America, adding an estimated $206M. The largest seller was Primecap Management, cutting an estimated $343M.

  • 1,381 institutional investors held Amgen (AMGN) as of Q3 2015, up from 1,367 in Q2 2015.
  • Funds reported $83.9B of Amgen stock for Q3 2015, down 9.8% quarter-over-quarter.
  • 94 funds opened new Amgen positions in Q3 2015 and 71 closed out, a net change of +23 holders.
  • The largest Amgen buyer in Q3 2015 was Bank of America, an estimated $206M added.
  • The largest Amgen seller in Q3 2015 was Primecap Management, an estimated $343M sold.

Based on aggregated 13F filings for Q3 2015.